CLA celsius resources limited.

Potential medium term value after financing

  1. 2,635 Posts.
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    As holders we need to prepare for what price to sell. Price won’t be determined by stale bulls but optimistic newcomers. Would like to discuss possible prices. Here is my attempt.


    Scoping study $1B AUD. Dec 1 2021 BASE case


    Not sure what stake they will have, using base case potential for various percentages:


    20% worth 8cents

    30% worth 12cents

    40% worth 16cents


    Since base case study:


    Copper about the same in USD

    Gold was way lower. US1800. Up 60%

    AUD way higher 70 cents when scoping study done. AUD gold price has nearly doubled.




    Spot price result of scoping study in Dec 21

    Pre-tax NPV(8%) • US$818m (~A$1.15b) at an IRR of 41% assuming spot of US$4.481/lb Cu & US$1,792.70/oz Au


    This study is not for whole resource from memory . So upside from rest of the project plus exploration and other substantial projects.


    https://youtu.be/_GJNmkyxyrw

    From above video:

    4 cents a KW energy price! Operating cash cost 50 Cents. Versus $4.50 price for copper.

    27K T copper PA $400M

    22K Oz of gold PA $100M

    Another way to value, 450m gross profits. 300M after payments to gov, locals, capital etc?
    20% 60M x5 300M . 10 cents plus other.

    Hopefully others with better knowledge will offer more accurate insight.

    But am worried about selling cheap, if finance comes through.



    Last edited by domain: 12/02/25
 
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